VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,697,333 | -48.1% | 46,935 | -48.3% | 0.06% | -40.6% |
| Q2 2023 | $9,045,407 | +86.9% | 90,771 | +81.8% | 0.10% | +60.0% |
| Q1 2023 | $4,840,890 | +468.7% | 49,922 | +478.7% | 0.06% | +100.0% |
| Q4 2022 | $851,226 | +111.7% | 8,627 | +86.3% | 0.03% | +87.5% |
| Q3 2022 | $402,000 | +45.1% | 4,630 | +52.6% | 0.02% | +45.5% |
| Q2 2022 | $277,000 | +18.9% | 3,035 | +39.3% | 0.01% | +37.5% |
| Q1 2022 | $233,000 | -68.5% | 2,179 | -69.0% | 0.01% | -68.0% |
| Q4 2021 | $739,000 | +55.6% | 7,029 | +46.4% | 0.02% | +47.1% |
| Q3 2021 | $475,000 | -34.6% | 4,802 | -34.0% | 0.02% | -41.4% |
| Q2 2021 | $726,000 | +92.1% | 7,275 | +81.8% | 0.03% | +81.2% |
| Q1 2021 | $378,000 | +1.6% | 4,001 | -15.9% | 0.02% | -5.9% |
| Q4 2020 | $372,000 | +39.3% | 4,759 | +9.9% | 0.02% | +21.4% |
| Q3 2020 | $267,000 | -21.5% | 4,332 | -24.6% | 0.01% | -22.2% |
| Q2 2020 | $340,000 | – | 5,742 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |